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thaxter_e_w80186642
thaxter_e_w80186642
Participant
August 3, 2018
Question

Bank Statements

  • August 3, 2018
  • 1 reply
  • 833 views

I am a CPA working with bank statements, hard copies.  I have converted them to a PDF file and now into a word document.  I need to extract the bank transactions in to excel file but I am losing the format of the transactions.

Any suggestion would be greatly appreciated.

Thax  

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1 reply

Thom Parker
Community Expert
Thom ParkerCommunity Expert
Community Expert
August 3, 2018

This is not an easy task, there are not good tools for converting from a PDF to Excel, because it is extremely difficult to properly identify table, data.

That said, it is possible to write a script that extracts the data from the statements, and writes it into a CSV file. but this is not trivial. Message me if you are interested in custom development.  This type of solution is only possible if the text in the statement is in a predictable format.

Thom Parker - Software Developer at PDFScriptingUse the Acrobat JavaScript Reference early and often
thaxter_e_w80186642
thaxter_e_w80186642Author
Participant
August 3, 2018

Hello Thom:

The format is the same every month and I have 9 years of bank statements to convert. Please provide a time line and cost.

Thanks, Thax

Thaxter E. Williams, CPA,MST

California CPA License

Accounting & Taxation

500 Coffman Street, Suite 210

Longmont, CO 80501-5445

303-776-1284 Direct Line

866-735-0987 Fax Line

720-878-7873 Mobile

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Thom Parker
Community Expert
Thom ParkerCommunity Expert
Community Expert
August 3, 2018

I actually meant for you to send me a private message. Click on my picture to go to my page, then click on the message button on the right side of the screen, under the banner.

Or send me an email here: support@windjack.com

Thom Parker - Software Developer at PDFScriptingUse the Acrobat JavaScript Reference early and often
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